PlanWell

The 2020 Election: What It Could Mean For Estate Planning

Fri, 06 Nov 2020 11:00:15 +0000

The 2020 election is a hot topic throughout the United States and the world. It goes without saying that this election (and year) will go down in history.

What does the election mean for estate planning? Should we expect any changes if the White House goes to Biden? Paul answers these questions and goes into what might happen if there is a party switch.

Listen to find out how your estate plan might be effected!

Why Aren't Celebrities Planning Their Estate?

Fri, 30 Oct 2020 16:00:11 +0000

On this edition of the PlanWell podcast, Paul discusses yet another celebrity who passed away without planning their estate. We see it in the news all the time, a celebrity passes away and a few months later we find out that they never created a will. Most of them have a lot of money and assets, so why wouldn't they plan? That's the million dollar question...

Listen to find out which celebrity failed to plan their estate and why the circumstances of this case left everyone (especially those of us in the estate planning field) confused.

We're Back! Catching Up & Discussing What's Coming!

Fri, 04 Sep 2020 17:00:22 +0000

Time for season 2 of the PlanWell Podcast! We've been busy growing our team and planning out some exciting stuff that CEP will be doing!

We're now up to 11 team members and we have added a second Cary office. We are excited to be able to help out more people in our community!

We will also be starting a memorial scholarship for students who have been impacted by drug addiction, in memory of Paul's late brother, Will.

Lastly, we will be showing our appreciation for Special Education teachers. Listen to find out how you might be able to make your favorite teacher's day!

Interviews to come, contact us if there's anything you want to hear by emailing info@caryestateplanning.com! Enjoy season 2!

Estate Planning for Entrepreneurs: TBB

Fri, 31 Jul 2020 16:00:17 +0000

Paul speaks virtually to local entrepreneurs about estate planning at a recent meeting for the Triangle Business Breakfast. After his introduction, he goes on to talk about how he got where he is today and how estate planning is crucial for business owners.

In addition to a traditional estate plan, business owners need to plan for what happens to their business if they become incapacitated or pass away. Who's going to run the business and what rights do they have to operate it?

Listen to find out what steps business owners need to take to protect their business!

Interview with Charles Irvin of Luca Partners

Fri, 24 Jul 2020 18:56:28 +0000

Paul interviews Charles Irvin of Luca Partners about his investment firm in the Triangle area (office locations in Raleigh & Durham). Charles has been with Northwestern Mutual since graduating college and has 10 years of experience in finance under his belt.

While Luca Partners is new, the partners have been working together for a long time. Charles speaks about the formation of his firm and how they adjusted to the global pandemic. He talks about how hard his team worked to adjust their clients portfolios when the market went down.

Listen to find out about how Luca Partners can help you reach your financial goals.

You can connect with Charles through the following platforms:

Website: luca-partners.com

LinkeIn: linkedin.com/in/charlesirvin-nm

Interview with Aleksandra Anderson of Anderson Legal

Fri, 17 Jul 2020 16:30:15 +0000

Paul interviews Aleksandra Anderson of Anderson Legal about her law firm in Cary, NC. She started out studying neuroscience and pivoted to work in construction litigation.

She now represents small businesses in litigation ranging from just 1 employee to about 20. She speaks about how COVID-19 has impacted her business and how it has come out stronger once the re-opening started.

Listen to find out about the issues that a lot of small businesses face and how her firm can help them.

You can connect with Aleksandra through the following platforms:

Website: andersonlegalnc.com

Facebook: @AndersonLegalNC

Interview with Kenzie Clark of Able Transition Consulting

Fri, 10 Jul 2020 19:04:53 +0000

Paul interviews Kenzie Clark of Able Transition Consulting about her business here in North Carolina. Kenzie has been in special education for her entire career. While working in the school system, she saw a lack of readiness for the transition into adulthood for people with special needs. She decided to take a leap of faith to help those people that need guidance to transition to adulthood. Listen to find out how she helps people with special needs and their families!

You can connect with Kenzie online through the platforms below!

Website: abletransitionconsulting.com

Facebook / Twitter / Instagram / LinkedIn: @AbleTransition

Interview with Justin Osborn Of Counsel Carolina

Fri, 03 Jul 2020 17:00:15 +0000

Paul interviews Justin Osborn of Counsel Carolina about his law firm located in Raleigh, NC. Counsel Carolina handles all types of cases and they have an interesting way to help people who can't pay for legal services. Listen to find out about their approach to help their community. He also lets you know how you might be able to get out of a traffic ticket without a lawyer!

You can connect with Justin and his firm online through the platforms below!

Website: counselcarolina.com

Facebook / Twitter / Instagram: @CounselCarolina

Linkedin: linkedin.com/in/justinmosborn

Talkin' Personal Responsibility!

Fri, 26 Jun 2020 20:06:05 +0000

Today Paul talks about taking personal responsibility during these uncertain times. He reminds everyone that even though a lot of things are out of our control right now, it's important to take control of what you can in your life!

Interview With Nick Dowgul Of North State Law

Fri, 19 Jun 2020 17:14:48 +0000

Paul talks with Nick Dowgul, the owner/attorney of North State Law located in Cary. Nick handles administrative and family law. Paul speaks with Nick about his diverse background and how he is liking owning his own law firm in the area. He also touches on how things have changed for his practice since the COVID-19 pandemic.

(Slight error in this weeks podcast - this is episode 8!)

The Payroll Protection Program Flexibility Act

Fri, 12 Jun 2020 18:40:54 +0000

Paul talks about the newly passed Payroll Protection Program Flexibility Act. He touches on how some of the previous provisions of the PPP loan has changed, including the time span of using the funds and the amount that has to be used for payroll.

Phase 2 - Reopening NC

Fri, 05 Jun 2020 17:48:23 +0000

Paul speaks about what's going on in NC during phase 2 of the reopening plan. He talks about businesses that are open and those that aren't open as well as the restrictions that businesses have. He also gets into what Cary Estate Planning is doing during this phase.

Interview With Jenny Bradley Of Triangle Smart Divorce

Fri, 29 May 2020 17:45:39 +0000

Paul speaks with Jenny Bradley of Triangle Smart Divorce about how COVID-19 has impacted her firm along with her take on the topic of divorce and what she expects when we get back to "normal"

We also get know her on a more personal level when she takes the hot seat!

Why Aren't More People Planning?

Fri, 22 May 2020 20:54:43 +0000

Paul discusses the statistics behind estate planning and how they've changed over the past few years. He also shares his own insights on why people aren't doing estate planning.

Interview With Chris Walsh From Keystone Financial Partners

Fri, 15 May 2020 17:20:43 +0000

Paul talks with Chris Walsh, a Certified Financial Planner, about financial planning and how a financial advisor can be a helpful tool. Chris has a passion for what he does and helps people all over the Triangle manage their finances. Chris also created 'Wealth Wise' which is a great tool for younger professionals to start investing.

“We started Wealth Wise in 2017 because professionals require different things out of their financial advisor to be successful. We offer financial planning that is transparent, collaborative and focused on issues relevant to you." - Chris Walsh

Unpacking The Paycheck Protection Program

Fri, 08 May 2020 18:16:45 +0000

Today Paul is joined by Cary Estate Planning's Marketing Coordinator, Austin. They discuss the PPP Loan and the issues surrounding it. Paul & Austin talk about the roll out of the program and what it means for small business owners in NC.

Strange Times (COVID-19)

Fri, 01 May 2020 18:27:33 +0000

Today Paul talks about how COVID-19 has impacted estate planning in North Carolina. He goes into how we've made changes at Cary Estate planning to make sure our services are still accessible with the safety of our clients & staff as the top priority. He also speaks on how new laws might come into play for signing documents virtually.